Client Service Specialist I

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support
• Execute client funds transfers via custodian systems
• Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.
• Facilitate account transfers with timely communication regarding status updates to advisory team
• Main point of contact with custodian and firm's technology service teams
• Interact with other departments, including Alternative Investments, as back office support
• Coordinate with clients’ other advisors as needed (CPAs, attorneys, etc.)
• Provide general office support as needed
• Other administrative duties as needed

 

Requirements

• BA/BS degree required
• 5 years of customer service background preferred
• Enjoy being part of a team
• Capable of adapting to change in a fast‐paced environment
• Excellent verbal, written, analytical, and organizational skills
• Community service driven and charitably minded
• Strong sense of ethics and confidentiality with all matters in relation to the firm
• Proficiency with MS Word, Excel, PowerPoint and Outlook

 

Pay Information

This position is non-exempt and is paid according to the laws of the State of Washington. The pay range for this position is $31.25 – $38.46 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

 

Physical Requirements:

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.   What You can Expect from Us: Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:   401(k) Plan with Employer Matching  Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance  Employer paid Short-term & Long-term Disability   Paid Maternity & Parental Leave  Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA  Commuter & Transit FSA  Corporate Discount Program - Perkspot  Training Reimbursement   Paid Professional Designations   Giving back to the community  Volunteer days   Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.  Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.  We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.  Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.  We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.